Our Firm
CORPORATE FACT SHEET
| President: |
R. Bruce Ogier, CFP®, CLU, AIF® |
| Number of Financial Advisors: |
6 |
| Additional Office Staff: |
4 |
| Year Established: |
1968 |
| Current Ownership: |
1992 |
About Capital Analysts of Jacksonville, Florida, Inc.
Capital Analysts of Jacksonville, Florida, Inc. is a trusted and respected financial planning firm dedicated to leading clients into a secure financial future with a purpose and a plan. The firm’s professional team takes a holistic approach to helping clients make informed financial decisions that are right for them, their families and their life goals.
Capital Analysts serves a variety of affluent clients, most of whom are wealthy individuals, closely-held business owners, professionals or families of exceptional wealth. The firm works closely with each client to ask the right questions, discover their needs and desires, and create a comprehensive plan that accommodates short and long-term financial goals. The ultimate goal of Capital Analysts is to help clients achieve a secure financial future.
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